FEATURE TYPE 
Client Portal

The Client Portal That Makes Collaboration Easy

Make it easy for clients to do business with your firm. Give them a client-friendly view of matters, bills, documents, and so much more. So you can make every client feel like they’re your only client.

A law firm client portal benefits more than just your clients

Streamline client collaboration with our comprehensive legal client portal software. Share documents, enable bill payments, and manage matter information through a secure, centralized platform. It's not just easier for your clients to do business with your firm—it's more efficient for your team to serve them.
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Move matter work along faster

Exchange documents and information conveniently through the client portal. Both you and your clients get the answers needed to progress cases without lengthy back-and-forth communications, improving productivity and response times.
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Answer client questions before they call

With our attorney client portal, clients know exactly where to find information before reaching out to you. This gives your team more uninterrupted time to focus on billable work and matter management.
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Make it easy for clients to do business with your firm

Today's clients expect modern, seamless ways to exchange information with their legal counsel. Our legal client portal meets these expectations, encouraging client retention and satisfaction with your services.

Auto-push bills to the attorney client portal

Automatically or manually push bills to each client's dedicated portal with our configurable software. With 24/7 access to view, pay, and download bills, your billing team saves time while accelerating payments and improving cash flow.

Securely exchange documents

Create a centralized location for sharing vital documents instead of searching through email threads. Our law firm client portal lets you and your clients view, share, and upload documents securely, accelerating matter progress and improving organization.

Share your calendar

Keep clients automatically informed of their matter deadlines with our client communication software. Through our law firm client portal, clients stay updated on upcoming appointments, tasks, and deadlines without requiring manual updates from your team.

More Client Portal Features

Streamline Client Communication and Collaboration

Enhance client relationships through seamless communication tools that keep everyone informed throughout matter progression. Our legal client communication software eliminates email clutter by centralizing all client interactions within their dedicated portal space. Clients receive automatic notifications for important updates and deadlines without overwhelming your team with manual tasks. This organized approach builds trust while reducing administrative burden on your legal staff.

Automate Document Sharing and Management

Simplify document exchange with secure, automated sharing that eliminates risks associated with email attachments and scattered file storage. Our client portal software for law firms provides encrypted document storage where clients can safely upload, view, and download case-related materials anytime. Create organized folder structures for each matter that automatically populate with relevant documents as cases progress. This centralized approach accelerates matter work while maintaining highest security standards.

Accelerate Payment Processing and Collection

Improve cash flow with automated billing delivery and convenient online payment options that clients can access 24/7 through their dedicated portal. Our law firm client portal software automatically pushes invoices to client accounts, eliminating manual distribution while providing immediate access to billing details. Clients can pay bills instantly using multiple payment methods, reducing collection times and improving financial performance. This streamlined process enhances client satisfaction while accelerating revenue collection.

Provide Real-Time Matter Status Updates

Keep clients informed with automatic status updates and deadline notifications that demonstrate your firm's organization and attention to detail. Our legal client portal provides clients with transparent access to matter progress, upcoming deadlines, and case milestones without requiring constant manual updates. Share calendar information and appointment details directly through the portal to ensure clients never miss important dates. This transparency builds confidence while reducing client anxiety about case outcomes.

Streamline Client Communication and Collaboration

Enhance client relationships through seamless communication tools that keep everyone informed throughout matter progression. Our legal client communication software eliminates email clutter by centralizing all client interactions within their dedicated portal space. Clients receive automatic notifications for important updates and deadlines without overwhelming your team with manual tasks. This organized approach builds trust while reducing administrative burden on your legal staff.

Automate Document Sharing and Management

Simplify document exchange with secure, automated sharing that eliminates risks associated with email attachments and scattered file storage. Our client portal software for law firms provides encrypted document storage where clients can safely upload, view, and download case-related materials anytime. Create organized folder structures for each matter that automatically populate with relevant documents as cases progress. This centralized approach accelerates matter work while maintaining highest security standards.

Accelerate Payment Processing and Collection

Improve cash flow with automated billing delivery and convenient online payment options that clients can access 24/7 through their dedicated portal. Our law firm client portal software automatically pushes invoices to client accounts, eliminating manual distribution while providing immediate access to billing details. Clients can pay bills instantly using multiple payment methods, reducing collection times and improving financial performance. This streamlined process enhances client satisfaction while accelerating revenue collection.

Provide Real-Time Matter Status Updates

Keep clients informed with automatic status updates and deadline notifications that demonstrate your firm's organization and attention to detail. Our legal client portal provides clients with transparent access to matter progress, upcoming deadlines, and case milestones without requiring constant manual updates. Share calendar information and appointment details directly through the portal to ensure clients never miss important dates. This transparency builds confidence while reducing client anxiety about case outcomes.

Frequently Asked Questions

What does a law firm client portal do?
A law firm client portal is a secure online platform that facilitates collaboration between attorneys and clients. It allows clients to access matter information, view and pay bills, exchange documents, and track deadlines through a centralized interface. This specialized software streamlines communication, increases efficiency, and enhances the client experience while maintaining confidentiality.
What is the difference between a CRM and a client portal for law firms?
A CRM (Customer Relationship Management) system helps law firms manage prospect and client relationships, tracking interactions and opportunities. A law firm client portal, however, is a secure platform where existing clients can access their matter information, documents, and billing details. The portal focuses on ongoing collaboration while the CRM primarily supports business development and relationship tracking.
How can a client portal improve law firm efficiency?
A law firm client portal improves efficiency by reducing administrative overhead through automated document sharing, calendar updates, and bill delivery. It eliminates time-consuming email exchanges and phone calls by providing clients self-service access to matter information. This allows legal teams to focus on billable work while maintaining client satisfaction through transparent, 24/7 access to case information.
What features should I look for in a law firm client portal?
Look for a law firm client portal with secure document exchange, automated billing capabilities, calendar sharing, matter status updates, and mobile accessibility. The best portals offer customization options to control what each client sees, integration with your practice management software, and intuitive interfaces that require minimal training for both staff and clients.
How does a client portal enhance security for law firms?
A law firm client portal enhances security by providing encrypted document storage and transmission, eliminating the risks associated with email attachments. It creates an audit trail of all client-attorney interactions, implements role-based access controls, and centralizes sensitive information in a protected environment. This helps firms meet confidentiality obligations while reducing potential data breach exposure.
How can clients benefit from using a law firm portal?
Clients benefit from a law firm client portal through 24/7 access to their matter information, increased transparency, and simplified communication. They can view billing details, pay invoices online, access important documents, and track case deadlines without waiting for attorney responses. This self-service approach creates a more satisfying client experience while maintaining professional service standards.
Can I choose what a client sees on their client portal in Centerbase?
Yes! You can customize what is viewed in the portal per client.
Can I send calendar updates and invitations to my clients via Centerbase?
Yes! You can keep the casework rolling by automatically sharing or sending matter deadlines, appointments, and tasks with clients.

TESTIMONIALS

"Thanks to our investment in cutting-edge technology and nimble workflow processes, we were able to transition to primarily remote work within one business day and with no interruptions to client service.”
Brian Winterfeldt
Founder and Principal
Winterfeldt IP Group
“If you're not evolving, and constantly changing, and improving, you're gonna get passed by eventually. And that's what I've always enjoyed here is the diversity of role and responsibility. But Centerbase allowed us to elevate it to a whole new level."
Rob Sadler
Firm Administrator
Hofheimer Family Law
“From an efficiency standpoint, there's really no question. There are less things to break. If you have an intake tool and an accounting tool and a case management tool, you have two connections there that are guaranteed to give you problems. There are going to be updates to all three of those tools that are probably gonna knock that integration a bit out of whack. So I like that Centerbase is an all-in-one tool.”
David Holl
Business Operations Manager
McKean Smith

A client portal that makes everyone’s lives easier

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